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State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
NWS
251
Newport Wealth Strategies
California
$1.41M
MFW
252
Mosaic Family Wealth
Missouri
$1.4M +$48.2K +918 +4%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$1.39M -$426K -8,101 -24%
BC
254
Burleson & Co
California
$1.39M -$395K -7,517 -23%
RCA
255
Rowland Carmichael Advisors
Arizona
$1.38M -$23.9K -454 -2%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$1.35M +$96.4K +1,835 +8%
SFS
257
Sowell Financial Services
Arkansas
$1.35M +$178K +3,395 +16%
MUAMU
258
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.33M -$7.15M -136,000 -85%
IRC
259
Investors Research Corp
Georgia
$1.32M +$2.31K +44 +0.2%
CFGS
260
Concourse Financial Group Securities
Alabama
$1.31M -$25.8K -490 -2%
Millennium Management
261
Millennium Management
New York
$1.31M +$1.24M +23,669 New
CWA
262
Centennial Wealth Advisory
Michigan
$1.25M +$1.19M +22,606 New
TIA
263
Traphagen Investment Advisors
New Jersey
$1.24M -$14K -266 -7%
HAS
264
HBW Advisory Services
California
$1.18M +$72.7K +1,383 +7%
FIM
265
Fernwood Investment Management
Massachusetts
$1.14M
FMWA
266
Forvis Mazars Wealth Advisors
Missouri
$1.13M +$782K +14,887 +268%
PFA
267
Pinnacle Family Advisors
Missouri
$1.13M +$1.07M +20,363 New
LA
268
LexAurum Advisors
Kansas
$1.12M +$26.3K +501 +3%
GSWM
269
Golden State Wealth Management
California
$1.1M -$29.4K -559 -3%
MGIA
270
Moneta Group Investment Advisors
Missouri
$1.09M -$8.88K -169 -0.8%
PC
271
Permanens Capital
New York
$1.09M -$37.8K -720 -4%
PT
272
Plimoth Trust
Massachusetts
$1.08M -$114K -2,171 -10%
CA
273
Centerpoint Advisors
Massachusetts
$1.07M -$25.8K -490 -2%
AWA
274
Alta Wealth Advisors
Massachusetts
$1.06M +$1.01M +19,233 New
AC
275
Alexandria Capital
Virginia
$1.06M -$12.7K -242 -1%

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.